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Gibson Energy Stock Symbol: GEI-T

Last Price Recorded: 29.3300 on 2014-04-23 01:15:03

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Date Signal Expert Opinion Price
2014-04-11 PAST TOP PICK Martin Davies

(Top Pick Apr 30/13, 11.05%) Still likes it.  Company is very well structured to be North America’s largest company to allow all the movements that were not being connected with the different basins of light and heavy oil.  An interesting, diverse company.  Good, sustainable dividend that increased twice in the last two years.  He has been buying shares at these prices.


Price:
$28.120
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-03-28 PAST TOP PICK Veronika Hirsch

(A Top Pick March 22/13. Up 15.73%.) She hasn’t taken any profits. Relative to their competitors, they are reasonably cheap. With higher energy prices in Canada and North America, they have exposure to infrastructure projects and she expects a steady increase in oil/gas related infrastructure build over the next 10 years.


Price:
$28.510
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-28 PAST TOP PICK Jaime Carrasco

(Top Pick Feb 22/13, Up 11.77%) More on the transportation side so are more like a pipeline.  They are filling that demand for shipping.  It is more of an energy infrastructure stock.


Price:
$26.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
SELECTIVE
Owned:
Yes
2014-01-24 PAST TOP PICK Jaime Carrasco

(A top pick Feb 22/13. Up 11.69%.) Likes management and the production. 4% dividend yield.


Price:
$26.960
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-01-08 TOP PICK Martin Davies

3 dividend increases in the last 2.5 years. Doesn’t feel investors have a good appreciation for its 6 businesses. They are a commodity (oil) mid-streamer. Very good at looking at their total payout ratio being less than 100%. Clean balance sheet allows for timely acquisitions and a rising dividend. Good management and good growth rate. Yield of 3.99%.


Price:
$27.450
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Yes
2013-11-21 BUY Michele Robitaille

Likes this name and this space in particular, so she is quite heavily weighted in energy infrastructure. There has been a shift in the basin towards natural gas liquids and you need a lot of infrastructure. With the lack of pipeline take away capacity, rail has become a big component of getting oil out of Western Canada. This company has a lot of terminals and a lot of storage and have benefited from this.


Price:
$26.570
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
No
2013-11-14 PAST TOP PICK Andy Nasr

(A Top Pick Nov 15/12. Up 25.7%.) Organic growth is pretty good. Announced they were going to increase their crude by rail exposure. Made a big acquisition in the environmental services area last year. Reported a very sloppy quarter which created a significant selloff. Continues to like this.


Price:
$26.280
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2013-10-31 BUY David Baskin

A mid market company that provides a suite of services, storage, transportation, all the basic things that oil companies need to get their products to and from market. Took a hard look at this one recently and felt he would be happier with the purer plays. Not a bad company. Doesn’t feel it has to fear any interest rise in the next 2-3 years. Reasonably good buy.


Price:
$25.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-10-08 TOP PICK Michael Giordano

Likes the services to the oil and gas companies. With the total CapX programs, about $250 million this year, it will result in additional cash flows.


Price:
$24.430
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2013-10-07 HOLD Stephen Takacsy, B. Eng, MBA

Likes it.  Looks at it seriously from time to time and keeps missing buying it on the dips.  Rail as opposed to pipelines.  Well managed company.


Price:
$24.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2013-09-27 PAST TOP PICK Veronika Hirsch

(A Top Pick June 8/12. Up 26.69%.) Loves this and their exposure to crude by rail. Building terminals, which is a growing business for the distribution of crude in the absence of any major pipeline been approved. Stock has been under pressure. Not particularly liquid. Also, everybody has profits since the IPO. Also, viewed as interest sensitive. You are probably better off switching out of these very defensive and interest sensitive names and into more cyclical names. This is what the market is doing right now. She has taken some profits.


Price:
$24.370
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2013-09-26 BUY on WEAKNESS Michael Bowman

Great history as an oil services company.  Likes that they have operations in the US.  Beat consensus last year.  Great balance sheet.


Price:
$24.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2013-09-19 TOP PICK Jeff Young

Energy infrastructure space.  Sold off because of interest sensitivity and missed last quarter for first time since they went public.  It was because of weather.  The yield trade caused them to sell off also.  They are building their regulated business.  Most is unregulated, making them more volatile.  They have storage and pipelines and environmental services and a marketing arm that makes money off differential changes.


Price:
$24.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2013-09-18 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

Really likes this name. Suffered a big downtrend earlier this year, which was almost entirely due to oil differentials. They really need a widening oil differential. Now that the differential is back up to around $24, this company is firing on all cylinders. Slightly overbought on a short-term basis, so you can probably expect it to come back to about $23.


Price:
$23.980
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
NEUTRAL
Owned:
Yes
2013-08-28 BUY Genevieve Roch-Decter

Did an acquisition last year of a US energy services company, which is a little more volatile than their base business. Feels that investors are having trouble figuring out what multiple to use. Last quarter they missed on the energy services side. Good buying opportunity. Good dividend.


Price:
$22.370
Subject:
ENERGY & INFRASTRUCTURE
Bias:
BULLISH on ENERGY
Owned:
Yes
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